Member Service Representative

1 week ago


Santee, California, United States Navy Federal Credit Union Full time
About the Role

We are seeking a highly skilled and experienced Member Service Representative to join our team at Navy Federal Credit Union. As a key member of our team, you will be responsible for providing exceptional service to our members, ensuring their financial needs are met, and delivering a world-class experience.

Key Responsibilities
  • Analyze and Resolve Member Issues: You will be responsible for analyzing and resolving complex member issues related to their accounts and loans, ensuring timely and accurate resolution.
  • Provide Financial Guidance: You will provide expert guidance to members on our financial products and services, helping them make informed decisions about their financial well-being.
  • Assist with Financial Transactions: You will assist members with various financial transactions, including loan applications, overdraft protection, and credit card applications.
  • Ensure Compliance: You will ensure that all financial transactions and activities are conducted in compliance with federal and other regulations.
  • Collaborate with Team Members: You will work closely with other team members to ensure seamless service delivery and to identify opportunities for cross-selling and upselling.
Requirements
  • Excellent Communication Skills: You must have excellent verbal and written communication skills, with the ability to communicate complex financial information to members in a clear and concise manner.
  • Financial Knowledge: You must have a strong understanding of financial products and services, including savings and checking accounts, loans, and credit cards.
  • Analytical Skills: You must have strong analytical skills, with the ability to analyze complex financial data and make informed decisions.
  • Customer Service Skills: You must have excellent customer service skills, with the ability to provide exceptional service to members in a fast-paced environment.
Preferred Qualifications
  • Experience in Financial Services: You must have experience working in a financial services environment, preferably in a call center, retail banking, or credit union setting.
  • Knowledge of Financial Regulations: You must have a strong understanding of federal and other regulations related to financial services.
About Navy Federal Credit Union

Navy Federal Credit Union is a leading financial institution that provides a wide range of financial services to its members. We are committed to delivering exceptional service and value to our members, and we are seeking a highly skilled and experienced Member Service Representative to join our team.



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